See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,745 | $154,228-47.0% | $145,433-43.8% | $137,256-40.4% |
| Participation rate | 76.2% | 83.8%-7.6pp | 82.1%-5.9pp | 80.0%-3.8pp |
| Annual return | 16.04% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,727 | $4,804-1.6% | $4,554+3.8% | $4,156+13.7% |
| Participant deferral / active EE | $4,258 | $8,216-48.2% | $7,897-46.1% | $6,407-33.5% |
| Admin fee / account holder | $993 | $14,344-93.1% | $13,129-92.4% | $12,270-91.9% |